Opinions
Hap (Robert) Sneddon FCSI
SPDR Utilities E.T.F.
XLU-N
TOP PICK
Feb 17, 2017
$49.570
Stock price when the opinion was issued
E.T.F.'s
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Stockchase Research Editor: Michael O'Reilly Thus utilities based ETF is a defensive holding that provides a solid yield. This can act as a hedge against investor equity holding in case of a broad market retracement. Utility holdings also benefit during a prolonged low interest rate environment. We would trade this with a $54 stop-loss.
Yield 3.38%
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Stockchase Research Editor: Michael O'Reilly We reiterate XLU, a US-based utilities ETF, as a defensive holding that provides a solid yield. This can act as a hedge against investor equity holding in case of a broad market retracement. A good place to be during this uncertainty in Europe. We recommend trailing up the stop (from $54) to $58. Yield 2.98%
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Stockchase Research Editor: Michael O’Reilly This US utilities based ETF is a defensive holding that provides a good yield and it is reiterated as a TOP PICK. This holding helps mitigate the impact of rising interest rates and inflation on a portfolio as these factors are generally passed along to customers. We recommend trailing up the stop (from $58) to $64. Yield 2.66%
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Stockchase Research Editor: Michael O'Reilly We again reiterate this ultra low-MER US utilities based ETF as a defensive TOP PICK. Utilities are better able to pass along the impact of rising interest rates and inflation along to customers within its rate base. We recommend trailing up the stop (from $64) to $68. Yield 2.64%
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PAST TOP PICK
(A Top Pick Apr 19/22, Down 9%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with XLU has triggered its stop at $68. To remain disciplined we recommend covering the position at this time. This will result in a net investment gain of 2%, when combined with previous buy recommendations.
E.T.F.'s
PAST TOP PICK
(A Top Pick May 03/24, Up 19%)
(Note the short timeframe.) Sector has been helped by falling interest rates, plus forecasted huge uptick in energy requirements by data centres. Also benefits from being defensive. This is the soft way to play that trend. Now seeing topping out and seasonal weakness (January/February). Not a preferred sector at present.
E.T.F.'s
If we think inflation is coming we should see that 10 year north of 3%, but it is not. We broke above the $49 level. There are a lot of buyers in there. It is one of the strongest sectors. If the 1 year gets above 2.6% then you have broken the theme.